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PAIGE MACY LEWIS
Paige M Lewis, Paige Lewis
CRD#: 6225381
IA
B
GALLAGHER FIDUCIARY ADVISORS, LLCCRD#: 146509 10900 NE 8th St., Suite 750
Bellevue, WA 98004
Bellevue, WA 98004
OSAIC WEALTH, INC.CRD#: 23131 10900 NE 8th St., Suite 750
Ste 200
Bellevue, WA 98004
Ste 200
Bellevue, WA 98004
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Disclosures
11
Years of Experience
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State Registrations
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Colorado 11/1/2024
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Washington 8/23/2024
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Washington 11/8/2023
SRO Registrations
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Registered with this firm since 11/8/2023
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Registered with this firm since 8/23/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 09/22/2023 - 08/23/2024 | Bellevue, WA | |
IA | 06/14/2022 - 08/28/2023 | SEATTLE, WA | |
B | 06/09/2022 - 08/28/2023 | SEATTLE, WA | |
IA | 03/03/2020 - 04/08/2022 | Denver, CO | |
B | 03/03/2020 - 04/08/2022 | DENVER, CO | |
IA | 05/21/2019 - 12/04/2019 | Lone Tree, CO | |
B | 05/20/2019 - 12/04/2019 | Lone Tree, CO | |
IA | 11/09/2015 - 05/02/2019 | COLUMBUS, OH | |
B | 08/20/2013 - 05/02/2019 | COLUMBUS, OH |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.